See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,730 | $80,968-1.5% | $96,544-17.4% | $75,163+6.1% |
| Participation rate | 67.6% | 71.8%-4.1pp | 76.0%-8.3pp | 67.2%+0.5pp |
| Annual return | 15.04% | 27.06%-12.0pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,543 | $2,282-32.4% | $2,965-48.0% | $2,670-42.2% |
| Participant deferral / active EE | $3,393 | $3,928-13.6% | $4,851-30.1% | $4,125-17.8% |
| Admin fee / account holder | $6,225 | $6,724-7.4% | $8,252-24.6% | $5,651+10.2% |